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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,562 | $67,411-42.8% | $91,004-57.6% | $70,126-45.0% |
| Participation rate | 51.3% | 71.4%-20.1pp | 75.6%-24.3pp | 69.5%-18.3pp |
| Annual return | 15.59% | -40.16%+55.8pp | 4.60%+11.0pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $779 | $2,823-72.4% | $3,548-78.1% | $3,332-76.6% |
| Admin fee / account holder | $1,821 | $4,236-57.0% | $5,417-66.4% | $4,645-60.8% |